It feels like I could fill it out on an iPad, with its clear text, lots of pictures, and big buttons. The 2014 user interface is probably the cleanest one I’ve seen from Intuit. I’m pretty sure if you don’t enter any business expenses and/or deductions then you won’t have to make the upgrade. Note: I was able to enter the data from 1099-MISC forms without having to upgrade to Home & Business, even though this could be technically called “self-employment income”. I remember those days… my entire tax return fit on a single sheet of paper. You must file Form 1040A or 1040EZ – that means taxable income of $100,000 or less, no itemized deductions, no investment income, no stock sales. This year, TurboTax also has a Free Edition where you can get $0 Fed + $0 State for simple tax returns only. There are additional discounts out there available through various financial firms like Vanguard or Fidelity.

TurboTax State Online an optional add-on at $36.99 including e-file. Although their website shows a “retail” price of $79.99, anyone who visits the site will automatically see a discounted price of $54.99 for Federal including e-File. Due to my stock sales, I am going with TurboTax Premier Online. TurboTax comes in Free, Deluxe, Premier, and Home & Business tiers.

Itemized deductions (Schedule A), including property taxes and charitable giving.

Capital gains and losses from brokerage accounts (Schedule D).

Contribute to retirement accounts (401ks and IRAs).

Interest income and dividend income from bank accounts, stocks, and bonds (Schedule B).

Both with W-2 income, as well as some simple 1099-MISC forms.

Married filing jointly, subject to state income tax.

Here’s a quick summary of our personal tax situation.

First up is Intuit TurboTax, the more popular online version. I like shopping around as with all of these services, you only pay when you file. I plan on comparing the three major tax preparation websites again this year: TurboTax, H&R Block, and TaxACT. Although I’m still waiting on some 1099 forms (*cough* TD Ameritrade), I’ve already got most of my paperwork in order for my tax returns.

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